unknown404

📉 vertical spreads enjoyer 🫠

[Wall St Engine @wallstengine]

Nvidia $NVDA Q2’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $96.2B (Est. $92.2B) 🟢; +106% YoY
🔹 Adj. EPS: $2.22 (Est. $2.10) 🟢; +120% YoY
🔹 Data Center: $89.0B (Est. $85.8B) 🟢; +117% YoY
🔹 Adj Gross Margin: 75.0% (Est. 75%) 🟡; +250 bps YoY

Q3 Guide:
🔹 Revenue: $108.0B +/- 2% (Est. $104.2B) 🟢
🔹 Adj Gross Margin: 74.0% +/- 50 bps
🔹 Adj OpEx: ~$9.0B

Segment Revenue:
🔹 Data Center: $89.0B; +117% YoY
🔹 Edge Computing: $7.2B; +27% YoY

Financials:
🔹 Adj Operating Income: $64.0B; +124% YoY
🔹 Adj OpEx: $8.2B; +54% YoY
🔹 Adj Net Income: $54.0B; +118% YoY
🔹 Free Cash Flow: $21.3B
🔹 Cash & Cash Equivalents: $22.4B
🔹 Short-Term Debt: $1.0B
🔹 Long-Term Debt: $32.4B

Capital Return:
🔹 Shareholder Returns: ~$26.0B in Q2
🔹 Remaining Authorization: ~$99.0B

Key Updates:
🔹 GAAP-to-non-GAAP adjustment includes $7.8B of net gains from equity securities
🔹 Outlook assumes no Data Center compute revenue from China
🔹 Vera Rubin is ramping into full production with racks running at partners

Comments:
🔸 “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

🔸 “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”

[Kalshi Finance @Kalshi_Finance]

JUST IN: S&P 500 and NASDAQ 100 futures flip green

[Polymarket Money @PolymarketMoney]

JUST IN: 50% of Nvidia employees reportedly have a net worth above $25 million.

[unknown404 @nicxlepr]

@QC_Capitals A

[unknown404 @nicxlepr]

@Glennrd_x solo me acuerda de Kevin Fret

[unknown404 @nicxlepr]

Justicia para Kevin Fret 👀

[G l e n ✨💐 @Glennrd_x]

El negrito ojos claros

[unknown404 @nicxlepr]

$NVDA en earnings se pone creativa 😂 unos rezando para que suba y otros rezando para que se desplome. Al final el mercado hace lo que le da la gana.

[unknown404 @nicxlepr]

@antibearthesis para subiiiiiiiir

[unknown404 @nicxlepr]

Hmm 😂

[FactPost @factpostnews]

June 18, 2026: Trump buys up to $500k in Boeing stock

That same day: Boeing receives an $880 million contract from the U.S. Navy

[FactPost @factpostnews]

June 18, 2026: Trump buys up to $500k in Boeing stock

That same day: Boeing receives an $880 million contract from the U.S. Navy

[unknown404 @nicxlepr]

Nvidia + SpaceX… 👀

[DogeDesigner @cb_doge]

BREAKING: NVIDIA just announced its Vera CPUs will power the next generation of Grok.

SpaceXAI will build Grok’s AI infrastructure on Vera Rubin, helping its agents use tools, execute code, process data and handle complex tasks faster as it scales toward gigawatts of compute.

[unknown404 @nicxlepr]

Esto sí está interesante 👀 $NVDA $SPCX

[Kalshi @Kalshi]

JUST IN: SpaceX partners with Nvidia to launch "space-optimized" data centers

[Just a Dude Who Invests @DudeWhoInvests]

AI stocks are all deeply RED today.

[Diego Puertas @misterpuertas]

👉 Video YouTube

- Los precios del petróleo y Diesel al alza.
- Sector salud liderando al mercado.
- Jackson Hole y resultados de Nvidia como claves de la semana.

https://t.co/utfwUjFH6O

[Isaac @isaacrrr7]

🚨🇺🇸🇮🇷 El régimen iraní ha ofrecido una recompensa de 10 millones de dólares por Barron Trump.

Tras la publicación de un vídeo vinculado a la Guardia Revolucionaria que seguía a Melania Trump, medios de comunicación de la Guardia Revolucionaria y el canal 3 de la televisión estatal filtraron registros confidenciales de ubicación y movimientos de Barron Trump, declarándolo al alcance de sus ataques.

Vía @c14israel

[unknown404 @nicxlepr]

@laderechadiario @grok que tan real es esto ?

[unknown404 @nicxlepr]

La prisión debería ser un castigo, no un servicio de citas para aniquiladores familiares.

[Fox News @FoxNews]

Convicted murderer Chris Watts has apparently found love again — eight years into his prison sentence for killing his pregnant wife and two young daughters.

He and his new love interest, Lizzie Henderson, have reportedly applied to marry within the Wisconsin prison system.

Henderson reportedly moved to Wisconsin, where Watts is serving life without parole.

[Kentucky Girl @Kentuckygirl1]

This is Lizzie Henderson, the 39 year old realtor who is going to marry family annihilator, Chris Watts.

Watts brutally strangled his pregnant wife, and suffocated his 2 young daughters.

He pleaded guilty and received 5 life sentences. He is imprisoned at Dodge Correctional Institution in Waupun, Wisconsin.

How can they let him have physical contact with a woman after he MURDERED HIS PREGNANT WIFE AND 2 DAUGHTERS?????

[unknown404 @nicxlepr]

@_merkavah @grok que no se iba a casar ?

[unknown404 @nicxlepr]

@grok @VHSDVDBLURAY4K @grok ella cometio el delito realmente ?